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[Core Information 07.19] Automotive and other applications for the IC industry in the second half of the power  (2023/7/19 12:51:02)

1. Consumer electronics is still depressed in the second half of the year, and the automotive and industrial control IC remains stable

According to Taiwan, China Electronic Times quoted by Science and Technology Innovation Board Daily, although it has entered the second half of 2023, the outlook of consumer electronics is still relatively low. According to preliminary observation, the demand for vehicles and industrial control in the second half of the year is expected to maintain a relatively stable performance.


2. Data: Global semiconductor manufacturer capital expenditure will fall by 14% in 2023



The total capital expenditure by global semiconductor manufacturers is expected to fall 14 percent in 2022 from 2022 to $156 billion, according to reports quoted by SemiMedia.

The biggest drop in capital spending was for memory manufacturers, and Samsung Electronics' investment in 2023 will remain roughly the same as last year, while SK Hynix and Micron will shrink sharply.

For foundries, TSMC's capital expenditure is expected to fall 11% to $43.6 billion, with SMIC flat from last year, GC down 27% and UMC down 2%.

For IDM, Intel's capital spending is expected to fall 19%, Texas Instruments growth 43%, STMicroelectronics 14% and Infineon 34%.

Despite the reduction in total capital spending, Samsung, TSMC and Intel will account for about 60% of the semiconductor's total capital investment in 2023.


3. Electronic automobile and new energy penetration, the output value of vehicle PCB increased against the trend According to Taiwan, China Industrial and Commercial Times, TrendForce related research shows that consumer electronics has not significantly recovered, which will lead to the global PCB output value decline 5.2% to 79 billion dollars in 2022 in 2023, but electronic and electric vehicle penetration, will drive the global vehicle PCB output value increase by 14% to 10.5 billion dollars in 2023, accounting for the proportion of the total PCB output value will rise from 11% last year to 13%.

By 2026, the output value of vehicle PCB is expected to reach 14.5 billion US dollars, accounting for 15% of the overall PCB output value, and the compound annual growth rate from 2022 to 2026 is 12%.

In terms of types, it is estimated that in 2023, the 4-8 board mainly used by PCB will account for about 40% of the total PCB, which will decrease to 32% by 2026; the proportion of HDI board with higher unit price will increase from 15% to 20%; FPC board increase from 17% to 20%, thick copper plate and RF plate increase from 8% and 8.8% respectively to 9.5% and 10.8%; and the single-double panel with lower unit price decrease from 11.2% to 7.7%.


4.Counterpoint: Global PC shipments in the second quarter saw sequential growth The latest report from market research firm Counterpoint Research shows that global PC shipments fell 15% in the second quarter of 2023 from a year earlier and up 8% from the previous quarter, according to IT Home.

Reported that the global PC market continued to pick up, while still showing a double-digit year-on-year decline, but narrowing from 28% in the first quarter.

Among vendors, Lenovo still ranked first, with shipments down 18% year on year, but with double-digit quarter-on-quarter growth.

HP's share increased to 22% due to early inventory adjustments and increased Chromebook orders, the highest since the second quarter of 2021.

Dell shipments increased month-on-month, but fell by double digits year-on-year.

Apple saw a single-digit growth in shipments due to the launch of new products.


5.Canalys: global PC shipments slowed in the second quarter The latest report from market research firm Canalys showed that the global PC market decline slowed in the second quarter, with total shipments of desktops and laptops down 11.5 percent year on year to 62.1 million units, following two consecutive quarters of more than 30 percent declines, according to IT Home.

PC shipments in the second quarter rose 11.9% from the previous quarter, and the market recovery is expected to accelerate in the second half of the year.

Laptop computer shipments fell 9.3 percent year on year to 49.4 million units, while desktop computers faced a significant decline of 19.3 percent to 12.6 million units.


6. Memory price decline, Samsung Electronics performance suffered a severe test According to TechWeb quoted foreign media reports, as the world's largest memory vendors, samsung electronics storage business revenue has three consecutive quarters year-on-year decline, the equipment solution department (DS) is also affected, revenue and operating profit has three consecutive quarters year-on-year decline, in the first quarter of this year is a 4.58 trillion won of operating losses.

The Samsung Electronics division is still weak in the second quarter, and is still expected to have an operating loss of about 4 trillion won, and an operating loss of more than 10 trillion won for the full year.

For Samsung Electronics' operating profit this year, a number of securities companies are expected to be 8.9 trillion won, down from 43.38 trillion won last year.


7. The 4nm yield of Samsung Electronics has been improved to more than 75% According to TechWeb quoted foreign media reports, in April sources has been 4nm process yield rate from 60% to at least 70%, and samsung electronics further improve the process yield rate news, it is reported that has more than 75%, thus the process yield and TSMC may be closer to.

With the increase in quality rate, Samsung Electronics is expected to expand the customers in their 4nm process, increasing the possibility of Qualcomm and Nvidia to Samsung Electronics again.


8. South Korea's chip exports triggered a drop in the GDP rankings According to the latest data released by the Bank of Korea (the Bank of China), at market exchange rates, South Korea's nominal GDP was $1.6733 trillion last year, ranking 13th in the world, falling out of the top 10 after three years.

Bank of Korea officials said it is unlikely that South Korea will return to the top 10 this year.

The downturn in the South Korean economy is mainly due to the problems with chip exports.

South Korea cut its economic growth prospects for 2023 as chip exports have plummeted.

According to reports that in the first 10 days of July, South Korea's semiconductor chip exports plunged 36.8 percent to $1.82 billion, reflecting that global chip demand has not yet picked up.

The semiconductor industry previously accounted for about 20% of the country's total exports.

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